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Tax Preparation, Proactive Tax Planning & Financial Planning

Alliance Financial & Income Tax is a veteran-owned tax and financial services firm in Blue Springs, Missouri. Since 2002, we have helped individuals, families and small business owners throughout the Kansas City area with tax preparation, proactive tax planning, retirement planning and financial guidance.


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What We Do

Retirement & Financial Planning

Retirement & Financial Planning

Coordinate retirement income, investments and tax considerations around your long-term goals.

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Individual Tax Preparation

Individual Tax Preparation

Professional federal and state tax preparation with personalized, year-round support.

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Small Business Tax Services

Small Business Tax Services

Tax preparation and planning for sole proprietors, LLCs, S corporations, partnerships and C corporations.

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Proactive Tax Planning

Proactive Tax Planning

Identify tax-planning opportunities before important year-end deadlines pass.

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Who We Serve

Our seasoned professionals deliver personalized investment and tax‑planning solutions for individuals, families, and small businesses. We meet clients where they are—regardless of background or financial experience—and design strategies that reflect each person’s circumstances, goals, and risk tolerance. From first‑time investors to experienced business owners, we focus on clear guidance, practical steps, and long‑term results.

Individuals & Families

Individuals & Families

Clear tax preparation and guidance for working professionals, families and people navigating major financial changes.

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Small-Business Owners

Small-Business Owners

Tax preparation and planning that considers entity structure, owner compensation, deductions, depreciation and estimated taxes.

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Retirees & Pre-Retirees

Retirees & Pre-Retirees

Coordinate retirement income, Social Security, RMDs, Roth conversions and investment decisions with their tax impact.

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Schedule A Consultation

Let’s talk about your goals and how we can help. If you think working with a financial professional could benefit you, we’ll collaborate to find the best path forward.

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Alliance Financial & Income Tax is a Proud Participant in the RamseyTrusted program for Income Tax Services.


                                                                                             

Tax Preparation Tells You What Happened. Tax Planning Helps You Decide What Happens Next.

Most tax returns report financial decisions that have already been made. By the time your return is prepared, many opportunities to reduce or better manage your tax liability may have already passed.

Proactive tax planning looks ahead. Throughout the year, we can evaluate changes in income, business activity, investments, retirement accounts, real estate and other financial decisions to identify planning opportunities before important deadlines arrive.

At Alliance Financial & Income Tax, our goal is to help you make informed tax decisions throughout the year—not simply prepare your return after the year is over.

Explore Proactive Tax Planning

This unpaid client testimonial/review/endorsement may not reflect the experience of other customers and does not guarantee future success or performance.

Have a tax, business or retirement question? Schedule an appointment with Alliance Financial & Income Tax.


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